kofax totalagility is the world's first unified SPA development and deployment platform. TotalAgility provides an essential link between an organization's systems of engagement and systems of record to help increase responsiveness to customers, improve service levels and gain competitive advantage in order to better manage and grow businesses while greatly reducing operating costs.
To maximize the learning experience, it would be beneficial if the student had the following:
Awareness of programming concepts (you do not have to write code in this course)
Basic working knowledge of
Microsoft Internet Information Services (IIS) Manager
It is a 16 days program and extends up to 2hrs each.
The format is 40% theory, 60% Hands-on.
It is a 4 days program and extends up to 8hrs each.
The format is 40% theory, 60% Hands-on.
Private Classroom arranged on request and minimum attendies for batch is 4.
Introduction to the Kofax TotalAgility 7.1
Course Materials, Software, and Hardware
Use Case Scenario
Introduction to Kofax, Inc.
What is Kofax TotalAgility?
Single Platform for Smart Process Applications
Business Process Management
Dynamic Case Management
Awareness and Collaboration Services
Analytics & Business Intelligence Services
Data Integration Services
Installing Kofax TotalAgility 7.1
Server Operating System
.NET Framework 4.0
MS SQL Server
Transformation Server user
Confirming Services and Applications after Installation
LAB: Installing Kofax TotalAgility 7
Creating a Capture Workflow Process
Process Designer Module
Basic Process Features, Naming, Properties
Design a Process with Classification, Document Review, Extraction, Validation, and Verification Nodes
Moving nodes, Connecting Nodes
Auto Align a Process
Save, Release, and Close
Lock, Unlock a Process
Create a Category
Assign a Process to a Category
Search for a Process
What are Resources?
Resources Designer Module
Create a Resource and Group Resource
Basic Workflow Rules
Assign a Resource to a Manual Activity
Configuring a Separation Profile, Extraction Group, Classification Group, and Folder Type
Data Designer Module
Document and Folder Level Separation
Create a Separation Profile – Document and Folder
What is an Extraction Group?
Create an Extraction Group
Create Fields Groups and create Document Types
What is a Classification Group?
Create a Classification Group
Add an Extraction Group to a Classification Group
What is a Folder Type?
Create a Folder Type and create Folder Fields
Capture Process Properties, Process Variables, and Capture Node Configuration
What are Variables?
Configure Process Capture Properties – Initialize from Scan, Classification group, and Separation
Create Variables – Document and Folder
Classification Node Configuration
Document Review Node Configuration
Extraction Node Configuration
Validation Node Configuration
Configure an Activity SLA
Site, Forms and Navigation
Project Types - Classification, Extraction and Shared
Connection to Kofax TotalAgility Extraction and Classification Groups
What is Classification?
Layout Classification and Configuration
Assign Sample Documents to Classes
Layout Classification Setup
What is Extraction?
Available Locator Methods
Configure the Advanced Zone Locator
Cleanup Profiles and Anchors
OMR Group Zones
Map Locator Values to Extraction Fields
View Extraction Results
Create a Case Based Process
Case v Business Process
Case and Process Design Components, Configuration, Implementation
Node Types: Common, Capture, Microsoft, CMIS, HP TRIM, Script, Other
Loan Application Use Case scenario
Variables and Data Access
Creating a real-time connection to an External Database
Different Types of Database access (Table, Stored Procedure, View)
Email Notifications and Document Creation
Activity and Email Notifications
Building Additional Forms, Navigation and Security
Building forms for the Loan Application Process
Configuring end-to-end Capture Enabled Process
Connect the Capture Applications Process to the Loan Process
Create New Job Node
Configuring Email and Watched folders as Input Sources
Configuring Email Integration
Configuring Watched Folders Integration
Exporting to Systems of Record
Text Export Connector
Downloading and Installing the Connector
Configuring the Process
Configuring the Export Connector
Configuring an MFP as an Input Source
Creating the Device Create New Job form
Configuring the process with a Precondition
Download and install the Multi-Functional Peripherals (MFPs) Emulator
Optional – Configuring Mobile Integration as an Input Source
Configuring the Device Create New Job form
Mobile Devices and the Mobile App
App Settings: Connecting to the Kofax TotalAgility Server
Optional – Configuring Scanner Integration as an Input Source
Downloading and the Scanner Driver
Accessing the Scanner from the Scan Create New Job form
Review and Testing
Overview of the Exam Environment and Exam structure
Logging into the Exam Server
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(1) Workday Technical Demo Training
Demo Schedule :09:30A.M EST / 08:30A.M CST / 6:30A.M PST on 13th OCT & 07:00A.M IST on 14th OCT